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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Janus Henderson Global Select R
Price$20.36
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a Hold and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. JORRX (3.12B). CWIEX pays higher dividends than JORRX: CWIEX (1.15) vs JORRX (0.56). CWIEX was incepted earlier than JORRX: CWIEX (24 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORRX: CWIEX (250) vs JORRX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.90 vs. JORRX (4.47). CWIEX return over 5 years is better than : 43.18 vs. JORRX (23.05).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 2.98 | 34% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 18.687 | 15.158 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.12B | 4,449% |
| Annual Yield % from dividends | 1.15 | 0.56 | 203% |
| Returns for 1 year | 11.90 | 4.47 | 266% |
| Returns for 3 years | 50.53 | 30.35 | 167% |
| Returns for 5 years | 43.18 | 23.05 | 187% |
| Returns for 10 years | 91.78 | 60.71 | 151% |
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